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ClickUp Quick-Start Guide

Ready to be more productive? Here's the need-to-know information to get going right away.

Wow Factors

Helpful for getting team buy-in and excitement!

Slash Commands

Work faster than humanly possible with /slash commands

Create and edit tasks, format text, build beautiful docs, and save so much time with /slash commands. Just type / on any task, note, or doc in ClickUp.

Slash Commands

Docs and Wikis

Create a Doc or Wiki - and share it!

Build docs, wikis, and knowledge bases anywhere in ClickUp. Use /slash commands to cruise through and create cool things to bring your docs to life. Share your docs publicly or with anyone you choose.

Docs and Wikis

Embed

Embed any tool inside of ClickUp

Add apps and websites anywhere! For example, add a Google Sheet or Figma project and you can work inside of ClickUp without changing tabs.

Embed

Task Scheduling

Schedule tasks and sync your calendar

The only FUN way to schedule tasks. Drag and drop tasks to schedule tasks for your entire team. Plus, you can sync your calendars two-ways in real-time.

PRO TIP: If your tasks have time estimates, they'll be scheduled automatically.

Task Scheduling

Multitask Toolbar

Be an efficiency magician using the Multitask Toolbar

Imagine being able to make any change to any amount of tasks. You can edit tasks in bulk and copy information about tasks to your clipboard using the world famous Multitask Toolbar.

Multitask
            Toolbar

Assigned Comments

Assign comments to ensure nothing slips through the cracks

When chatting in ClickUp, and you ask someone to do something, assign your comment to ensure it actually gets done. Assigned comments are kind of like "mini tasks".

Assigned Comments

Inviting Guests

Invite guests for free

Guests are users who are invited to a particular place in your Workspace, and who have limited access and capabilities.

Inviting Guests

Privacy

Everyone needs a little privacy

Each user is in control of who sees the items they create. You can set permissions to control what people can do, such as read-only or comment-only. Admins and account owners can place privacy settings on any item, whether or not they created it.

Privacy
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